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BP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
451
Aptus Capital Advisors
Alabama
$724K +$132K +3,518 +21%
MWS
452
Maxwell Wealth Strategies
California
$724K – – –
MFG
453
Merit Financial Group
Georgia
$721K +$23.8K +636 +3%
CC
454
Courier Capital
New York
$721K -$5.62K -150 -0.7%
JIC
455
Johnson Investment Counsel
Ohio
$718K +$6.78K +181 +0.9%
P
456
&Partners
Tennessee
$716K +$363K +9,693 +96%
GT
457
Glenview Trust
Kentucky
$716K -$60.9K -1,625 -8%
LI
458
Louisbourg Investments
New Brunswick, Canada
$710K – – –
DWM
459
Dynasty Wealth Management
Florida
$701K -$45K -1,201 -6%
FVWA
460
Foster Victor Wealth Advisors
South Carolina
$697K +$138K +3,694 +23%
IIM
461
InTrack Investment Management
Vermont
$696K -$20.6K -550 -3%
HA
462
Herold Advisors
New York
$695K +$159K +4,234 +28%
CWM
463
Cornerstone Wealth Management
Missouri
$689K +$27.1K +724 +4%
SC
464
Syon Capital
California
$688K -$6.97K -186 -1%
GD
465
Grandfield & Dodd
New York
$685K – – –
LFA
466
Legacy Financial Advisors
Kentucky
$684K -$2.85K -76 -0.4%
HI
467
Horizon Investments
North Carolina
$684K -$8.69K -232 -1%
ET
468
Equitable Trust
Tennessee
$681K – – –
SI
469
SCP Investment
California
$679K +$345K +9,200 +96%
GT
470
Greenleaf Trust
Michigan
$678K -$74.9K -2,000 -10%
CA
471
Clearstead Advisors
Ohio
$665K +$540K +14,406 +359%
WHG
472
Westwood Holdings Group
Texas
$663K – – –
LGA
473
Lebenthal Global Advisors
New York
$663K +$25.1K +670 +4%
BFEC
474
Benjamin F. Edwards & Company
Missouri
$650K +$67.7K +1,808 +11%
CGA
475
Crescent Grove Advisors
Illinois
$650K +$158K +4,215 +31%
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19
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